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Lowery Thomas LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Lowery Thomas LLC’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$988K Sell
3,984
-13
-0.3% -$3.35K 0.57% 36
2025
Q4 		$984K Sell
3,997
-988
-20% -$243K 0.56% 36
2025
Q3 		$1.21M Sell
4,985
-6
-0.1% -$1.38K 0.7% 30
2025
Q2 		$1.08M Buy
4,991
+213
+4% +$42.9K 0.69% 28
2025
Q1 		$953K Sell
4,778
-40
-0.8% -$8.68K 0.65% 31
2024
Q4 		$1.06M Buy
4,818
+14
+0.3% +$3.19K 0.69% 30
2024
Q3 		$1.06M Buy
4,804
+16
+0.3% +$3.42K 0.72% 33
2024
Q2 		$971K Buy
4,788
+13
+0.3% +$2.63K 0.71% 28
2024
Q1 		$1M Sell
4,775
-472
-9% -$94.2K 0.77% 28
2023
Q4 		$1.05M Buy
5,247
+41
+0.8% +$7.34K 0.9% 25
2023
Q3 		$920K Buy
5,206
+331
+7% +$62.1K 0.88% 26
2023
Q2 		$913K Sell
4,875
-24
-0.5% -$4.28K 0.9% 27
2023
Q1 		$874K Sell
4,899
-19
-0.4% -$3.5K 0.96% 25
2022
Q4 		$858K Sell
4,918
-70
-1% -$12.4K 1.03% 21
2022
Q3 		$823K Hold
4,988
– – 0.96% 27
2022
Q2 		$845K Sell
4,988
-603
-11% -$111K 0.81% 27
2022
Q1 		$1.15M Sell
5,591
-342
-6% -$69.8K 0.89% 28
2021
Q4 		$1.32M Buy
+5,933
New +$1.34M 0.91% 30

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Lowery Thomas LLC's IWM Position: Q1 2026 in Review

Lowery Thomas LLC reduced its iShares Russell 2000 ETF (IWM) stake by 0.33% in Q1 2026, selling an estimated $3.35K and leaving 3,984 shares worth $988K. The position accounts for 0.57% of the portfolio, ranked #36.

Lowery Thomas LLC first reported a position in IWM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.32M in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Lowery Thomas LLC held 3,984 shares of iShares Russell 2000 ETF worth $988K as of Q1 2026.
  • Lowery Thomas LLC sold 13 iShares Russell 2000 ETF shares in Q1 2026, an estimated $3.35K.
  • iShares Russell 2000 ETF made up 0.57% of Lowery Thomas LLC's portfolio in Q1 2026, its #36 holding.
  • Lowery Thomas LLC first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 18 quarters since.
  • Lowery Thomas LLC's iShares Russell 2000 ETF position peaked at $1.32M in Q4 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Lowery Thomas LLC's 13F filing for Q1 2026, filed 13 May 2026.